Highland Funds in the News
See below for a list of articles, profiles, and other news featuring Highland Capital Management, our funds, and our investment leadership.
CNBC | FA 100: CNBC ranks the top-rated financial advisory firms of 2019
Highland Capital Management was named to the CNBC Financial Advisor 100 list. The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive planning…
Ignites | Highland Capital Names New Co-CIO
Highland Capital Management recently named Joe Sowin co–chief investment officer, overseeing investment activities for the firm’s alternative investment platform. Sowin is based at the firm’s Dallas headquarters and previously served…
Pensions & Investments | Highland Capital names new co-CIO
Joseph Sowin was promoted to co-chief investment officer of alternative credit manager Highland Capital Management, company spokeswoman Lucy Bannon confirmed in an email. He replaces Trey Parker, who moved to…
Reuters | Fed’s dovish turn sends ripples through US leveraged loan demand
The US Federal Reserve’s decision to hold off on any further interest rate rises for the remainder of the year has sent retail investors fleeing leveraged loans, which are attractive…
D Magazine (D CEO) | Cityplace Tower – Best Commercial Property Sale
Colliers International engineered an under-the-radar sale of the 1.35 million-square-foot Cityplace Tower in Dallas, representing both the buyer, Highland Capital Management, and the seller, a joint-venture partnership between Parmenter and…
Barron’s | Tired of Stock Market Volatility? It’s Been a Good Year to Bet on Mergers.
It’s been a choppy year for investors. The stock market has seen multiple rounds of volatility, with the S&P 500 down 1.3% year to date. Bonds haven’t been a shelter. The Bloomberg…
Pensions & Investments | Highland Capital Management: 2018 Best Places to Work in Money Management
Highland Capital Management won a Best Places to Work in Money Management award, recognized in the category of money managers with 100 to 499 employees. Popular perks: Provides a health…
Reuters | U.S. Loans Struggle to Clear Volatile Primary Market
Some US leveraged loans are struggling to clear the market after volatility in global equities pulled secondary loan prices lower and prompted a correction that has stranded opportunistic deals in…
Bloomberg | Here’s What Hedge Funds Pitched at Sohn San Francisco
Marvell Technology Group Ltd., The New York Times Co. and Farfetch Ltd. were among companies pitched at the Sohn San Francisco investment conference on Monday. Here’s a rundown… …Highland Capital…
CNBC | Here Are the Stock Picks from the Rising Hedge Fund Stars at Sohn
A slew of Wall Street’s top hedge funds managers offered insights into their latest bets on Monday at the annual Sohn San Francisco Investment Conference. The conference is best known…
Modern Counsel | Highland Capital Management’s Lauren Thedford Is a True Team Player
Lauren Thedford works with, not against, executives and managers at Highland Capital Management to give sound legal advice Tasked with making sure companies comply with laws and regulations, corporate legal…
Dallas Business Journal | Dallas’ Cityplace Tower Sells, Buyer Highland Capital Management Plans Improvements
Investment firm Highland Capital Management has purchased Dallas’ tallest building outside of downtown. Paramenter Realty Partners sold Cityplace Tower to Highland for an undisclosed amount. Dallas-based Highland now plans to…
Bloomberg | Investors Pile Into Health to Shield Holdings From Trade War
Equity investors are flocking to health care in the wake of escalating geopolitical tensions and a waning appetite for technology stocks. The S&P 500 Health Care Index is the best-performing…
Wall Street Journal | How Investors Can Cash In on the M&A Boom
As 2018 looks to be a big one for mergers and acquisitions, individual investors have more ways than ever to bet on the boom—thanks to a handful of mutual funds…
ETF Trends | A Senior Loan ETF Focusing on Liquidity
Senior loans and the related ETFs can help fixed income weather storms created by rising interest rates while maintaining a solid income profile, but there are some liquidity concerns that…
Bloomberg Real Yield | Highland’s Okada Likes Leveraged Loans Over Junk Bonds This Year
Some investors are being driven to leveraged loans as the floating rate, secured assets are seen as a form of protection amid market volatility. The benchmark S&P/LSTA Leveraged Loan…
Bloomberg “Daybreak: Americas” | ECB Swamped European Bond Market With Liquidity, Says Okada
Mark Okada, chief investment officer and co-founder at Highland Capital, discusses the European Central Bank’s interest rate decision and announcement that it will halt net asset purchases by the…
Yahoo Finance | What this year’s top fund managers are doing to smoke the competition
Reuters | New interval funds offer alternative investments to retail investors
WealthManagement.com | The 20 Largest High Yield Bond ETFs
The 20 largest high yield bond ETFs ranked by one-year returns… Full List – Here
Ignites | Alt Managers to Advisors: You’re Judging Us All Wrong
Advisors weighing liquid alternative funds are often most swayed by a fund’s performance — but managers say they are concerned that three- or five-year track records on such strategies give…
FundFire | Hedge Funds See Credit Opening as Investors Go Tactical
Credit hedge fund strategies entered the year with flows up, institutional investors expanding commitments, and the backdrop of a crowded private debt arena that could push more investors toward shorter-duration…
Pensions & Investments | Highland Capital bolsters distressed credit business development team
Laurie Whetstone joined Highland Capital Management as managing director and Kieran Brennan was named director, both on the credit specialist’s marketing team. The new positions are part of firm’s expansion of its business development team…
Alt Credit Intelligence | Highland bolsters sales team as it gears up for distressed cycle
Dallas manager announces senior business development hires in anticipation of a turn in the credit cycle Highland Capital Management is expanding its business development team in anticipation of an increase…
Alt Credit Intelligence | Is tax reform all it’s cracked up to be?
The possibility of sweeping changes to the tax code was a major driver of economic optimism in 2017. But the final Tax Cuts and Jobs Act may not improve things…
Alt Credit Intelligence | Choppy waters forecast
After years of credit markets grinding tighter, something has to give, and as we start 2018 we are beginning to see the first signs of credit fundamentals re-emerging A rising…
Dallas Morning News | Bush Center starts off 2018 with pair of $10 million gifts from Highland Capital, Boeing
The new year is off to a prosperous start at the George W. Bush Presidential Center and connected George W. Bush Institute in Dallas. Highland Capital Management has endowed the center with $10 million to…
The Bush Center | Highland Capital Management Makes $10 Million Endowment Gift to Support “Engage at the Bush Center” Public Programs Series
Collaboration Launches with Feb. 5 “Constitutional Conversations” Event, Includes Inaugural “Highland Capital Lecture” Later in 2018 Season Jan. 9, 2018 (Dallas, TX) – Highland Capital Management continues its support…
WSJ PRO Bankruptcy | Biswas’s Take: Distressed-Debt Investor Sees More Healthy Company Debt at Risk of Falling to Junk Status
Report by Highland Capital sees cracks emerging in retail, telecom and media sectors that could spell trouble ahead if investors turn more risk-averse Even as the stock market reaches new…
Fox Business “Mornings with Maria” | Newt Gingrich on potential economic impact of tax reform
Former House Speaker Newt Gingrich, (R-Ga.), on the Republican push for tax reform.
Fox Business “Mornings with Maria” | Market outlook: Should investors put new money to work in equities?
Janney chief investment strategist Mark Luschini on the outlook for stocks.
CNBC Closing Bell | Highland Capital’s Mark Okada: Global economy starting to look like “Goldilocks”
Mark Okada, Highland Capital Management, discusses the market and the economy inching toward a ‘Goldilocks’ feeling.
Ignites | Highland Creates Chief Strategy Post
Highland Capital Management has created a chief strategy officer position. The firm named Andrew Parmentier, most recently a co-founder of political intelligence firm Height Securities, to the new role as well as…
FundFire | Alts Manager Names Strategy Chief, Head of Thematic Investing
Dallas-based Highland Capital Management has appointed a chief strategy officer (CSO) and head of thematic investing at the firm. The addition of Andrew Parmentier, who joins the $14 billion alternative manager as a…
Pensions & Investments | Highland Capital Management adds chief strategy officer
Andrew Parmentier joined hedge fund firm Highland Capital Management as a partner and chief strategy officer, said Kate Sylvester, Highland Capital spokeswoman in an email. Both positions are new. Mr. Parmentier will also…
CNBC | Here’s how Highland Capital’s Mark Okada called the Vistra-Dynegy deal
After Vistra Energy and Dynegy announced their $1.74 million deal, Highland Capital Management’s Mark Okada discusses his call two weeks ago that a deal between the two would be…
CNBC | Highland Capital Co-founder Mark Okada Says He’s Happy to Have Avoided an Investment in Puerto Rico — But Now He May Take a Look
Highland Capital co-founder Mark Okada told CNBC he’s happy to have avoided investing in Puerto Rico thus far, but now he may be taking a second glance. “We’re going to…
Bloomberg Daybreak: Americas | Market Sees Fed Reloading the Cannons, Says Okada
Mark Okada, co-founder and chief investment officer at Highland Capital Management, talks about market reaction to the Federal Reserve’s rate path. He speaks on “Bloomberg Daybreak: Americas.” (Source: Bloomberg)
Barron’s | Will Argentina IPO Market Roar After Despegar.com Soars?
Barron’s | Argentina Makes Progress on Economic Reforms
Argentina under free-market reform President Mauricio Macri is attempting to reverse more than a decade of inward-looking leftist protectionism. Although inflation has proved tough to tame and growth hard to…
Institutional Investor | Highland Names New Co-CIO
The alternative asset manager has split the chief investment officer role to accommodate growing investor interest, promoting Trey Parker to serve alongside Mark Okada. Highland Capital Management has named…
Wealth Management | Three ETFs for Floating Rate Bank Loans
These ETFs are a good fixed-income option for investors suffering bond-market jitters. Does it seem like interest rates have trebled over the last two years? Well, short-term commercial lending rates…
Bloomberg | August, When All the Traders Take Off and Drama Hits the Markets
North Korea isn’t canceling vacations but it’s roiling stocks ‘President who maybe likes to play the playground double-dare’ Maybe people should pick another month to go away. Again it’s August and markets…
Bloomberg Real Yield | Mark Okada discusses the latest on credit markets and central banks
Guests include: Highland Capital Management CIO Mark Okada, Goldman Sachs Asset Management Co-Head of Global Portfolio Management for Fixed Income Michael Swell.
Fox Business “Mornings with Maria” | America’s infrastructure cannot be ignored any longer
Watch the latest video at video.foxbusiness.com Highland’s Michael Gregory co-hosts Fox Business’ “Mornings with Maria” and discusses infrastructure policy
Fox Business “Mornings with Maria” | Could we see $60 oil this year?
Watch the latest video at video.foxbusiness.com Highland’s Michael Gregory co-hosts Fox Business’ “Mornings with Maria” and discusses the outlook for oil with ‘Schork Report’ publisher Stephen Schork
Fox Business “Mornings with Maria” | Will the Model 3 be a boost to Tesla?
Watch the latest video at video.foxbusiness.com Highland’s Michael Gregory co-hosts Fox Business’ “Mornings with Maria” and discusses the future of Tesla with automotive expert Lauren Fix following the much-anticipated production…
Fox Business “Mornings with Maria” | Amazon changing the retail landscape?
Watch the latest video at video.foxbusiness.com Highland’s Michael Gregory co-hosts Fox Business’ “Mornings with Maria” and discusses the outlook for retail with International Council of Shopping Centers CEO Tom McGee
CNBC Closing Bell | S&P posts 21st record close this year
CNBC’s Mike Santoli talks to Ann Miletti, Wells Capital Management; Mark Okada, Highland Capital Management; and Michael Yoshikami, Destination Wealth Management about the markets at today’s closing bell.
Institutional Investor | Passive, But Out of Control
The market is unprepared to cope with how large the ETF industry has become, says Highland Capital’s chief investment officer. When Mark Okada, co-founder and CIO at Highland Capital Management,…
Bloomberg Daybreak: Americas | Mark Okada Remains Long-Term Bullish on Trump Plans
Mark Okada, chief investment officer and co-founder at Highland Capital, and Jason Hunter, executive director of global fixed income and equity technical strategy at JPMorgan, discuss the state of the…
Fox Business Mornings with Maria | Grading the potential impact of the GOP health care plan
Watch the latest video at video.foxbusiness.com StartUp Health co-founder Steven Krein and Highland Capital Management’s Michael Gregory on the CBO score for the Republican health care bill and innovations in…
Bloomberg Daybreak: Asia | 85% Chance of a Fed June Rate Hike According to a Poll
Highland Capital Management LP Partner, Portfolio Manager and Head of Credit Trey Parker discusses Fed policy and his outlook for inflation and the economy. He speaks on “Bloomberg Daybreak: Asia.”…
CNBC Capital Connection | Trump understands we have to trade: Expert
Mark Okada, Highland Capital Management, says the U.S. President is unlikely to want to upset the apple cart more than it already has been.
The Wall Street Journal | A Coal Boom to Fear
The booms and busts in metallurgical coal turn fast, often with dire consequences For some miners, the coal boom they had long hoped for has arrived. Now all they have…
Ignites | Liquidity a Big Consideration in Bond Product Design
The liquidity of portfolio holdings is a significant factor in whether a fixed-income strategy makes sense in an intraday-traded ETF, end-of-day-priced mutual fund or interval fund with quarterly redemptions, says…
Fundfire | Highland Pumps Up Product Set for Advisor Market
Highland Capital Management is staking its claim as an early mover among the growing ranks of private fund managers building up non-traded registered alts product lineups for the wirehouse and independent…
Barron’s | Hedge Funds Now Play the Nuances of Energy
After crude surged last year, some funds were able to recoup their losses. Now, with oil around $50 a barrel, they have to be more discriminating. For hedge fund managers…
Bloomberg Markets | Highland’s Parker on ‘Disruption’ in Credit
Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: Trey Parker Portfolio Manager and Head of Credit Highland Capital Management Discussing how thematic opportunities in credit are not cycle dependent.
Cayman Alternative Investment Summit | What Should Investors Expect From Markets in 2017?
In this Q&A, Cayman Alternative Investment Summit (CAIS) talks with Mark Okada, CIO & Co-Founder of Highland Capital Management, to discuss his investment outlook for 2017. Q: What do you…
Bloomberg Daybreak: Americas | (Excerpt) Trey Parker Comments on Recent Economic Data
Steven Ricchiuto, chief economist at Mizuho Securities, and Trey Parker, head of credit at Highland Capital Management, examine U.S. initial jobless claims and other economic data reports. They speak on…
Reuters | LPC: Secondary prices volatile for US firms hit by technological disruption
Feb 15 US investors are assessing the volatile secondary loan prices of companies that are being hit by technological disruption as textbook publishers join specialty retailers and oil and gas…
Globe St. | NexPoint CIO: ‘This Is Our Moment’
DALLAS—Spun off from a closed-end fund in the spring of 2015, the apartment REIT is winning with its focus on workforce housing. DALLAS—“Is NexPoint the Next REIT to Return 50%?”…
NAREIT | NexPoint Residential Growing in Middle-Income Rental Niche
NexPoint Residential Trust, Inc. (NYSE: NXRT) has carved out a niche within the multifamily sector by providing low- and middle-income renters with attractive properties in markets unencumbered by new supply of affordable…
MarketWatch | Fund that almost tripled the S&P 500’s gain last year is now big on health-care stocks
The Highland Small Cap Equity Fund made a killing on energy stocks in 2016, generating a 32% return for investors Michael Gregory, whose energy-stock picks helped the Highland Small Cap…
Seeking Alpha | NexPoint Residential: We’re Off To See The Wizard
Summary “NXRT appears to be an attractively-priced REIT with substantial upside potential.” Chris DeMuth. Chris DeMuth was the first to write on NXRT and it took me around one-and-a-half years…
Bloomberg | With Argentina’s Decade in Financial Wilderness Over, Macri Must Turn to Growth
Country plans to sell $10 billion of overseas bonds in 2017 Government still facing growth, inflation challenges Argentina’s borrowing costs have tumbled since Mauricio Macri was inaugurated as president in December…
CNBC | Stocks close mostly higher after big bank earnings; Nasdaq posts record
Stocks closed mostly higher on Friday, boosted by strong quarterly earnings from U.S. banks, while investors also digested several pieces of economic data. The Dow Jones industrial average closed slightly…
Reuters | LPC: U.S. market expects more leveraged M&A in 2017
Bankers and investors are expecting US merger and acquisition (M&A) activity to pick up in 2017 as fiscal stimulus, tax reform and other policies supporting economic growth are introduced by…
Institutional Investor | Fed Watchers Can Take a Break, Manager Says
Highland’s Mark Okada says investors should stop obsessing over the Fed’s every move, as other factors are now coming into play. In the unprecedented market environment of recent years, central…
Bloomberg Daybreak: Americas | The End of the U.S. Bull Market in Bonds
Mark Okada, co-founder and chief investment officer at Highland Capital Management, explains the factors that he sees bringing an end to the bull market rally in bonds. Bloomberg’s Joe Weisenthal…
CNBC | Okada on rally: It’s not about Trump, it’s about the sweep
Mark Okada, Highland Capital Management co-founder & CIO, discusses the current state of the markets, including why the rally is “not about Trump.”
Pensions&Investments | Movember moves in at Highland Capital
November was designated Movember at Highland Capital Management LP. Seventy people — about half of the Dallas-based alternative investment manager’s employees — joined the team to raise awareness and funds…
The 3 Best Health Care and Pharma Stocks for 2017-Whatever Happens to Obamacare
Highland Capital Management’s head of healthcare credit and equity Michael Gregory weighs in on the election’s effect on the healthcare sector.
The New York Times | It’s the Giving Season. Would You Like a Radio Station?
PHILANTHROPICALLY minded people regularly try to donate stuff — cars, catamarans, collections of all sorts — to nonprofits. In the best of circumstances, they believe that their donations will help…
Pensions&Investments | Money managers urge caution as uncertainty reigns following Trump victory
Money managers on Wednesday noted the election of Republican Donald J. Trump as the next president of the U.S. struck similar notes to the Brexit vote, increasing volatility and uncertainty…
Reuters | LPC: U.S. syndicated loans initially shrug off Trump historic upset
US syndicated loans are little changed and new deals in the queue are still expected to launch as markets start digesting Donald Trump’s surprise presidential election win. Longer-term views hinge…
Bloomberg Briefs | U.S. Election
Highland’s Okada Sees a Renewed Search for Yield Mark Okada, CIO and co-founder of Highland Capital Management, said in a third-quarter commentary that investor uncertainty will fall post-election and the firm…
Alt Credit Intelligence | Libor benefits and changing regulations
Chris Mawn, portfolio manager at Highland Capital Management, discusses how firms can exploit rising Libor for yield extraction using bank loans… PDF
Bloomberg Markets | It’s Party Time for Loan ETFs Offering Relief for Yieldless
Investors hurl cash at funds promising rates that aren’t zero Highland Capital and peers surge amid money-market defections It was all high-fives and slaps on the back for Mark Okada…
Mutual Fund Wire | Highland Takes Nasdaq
Top Brass at Dallas, Texas-based Highland Capital Management converged in midtown Manhattan yesterday, and it’s all thanks to a four-year-old ETF moving uptown. Highland co-founder and chief investment officer Mark…
Alt Credit Intelligence | Libor benefits and changing regulations
Chris Mawn, portfolio manager at Highland Capital Management, discusses how firms can exploit rising Libor for yield extraction using bank loans As we head into the 2016 homestretch, investors remain…
CNBC | Highland Capital Management, L.P. to Ring The Nasdaq Stock Market Closing Bell for Relisting of Senior Loan ETF (SNLN)
Highland Capital Management, L.P., will visit the Nasdaq MarketSite in Times Square in celebration of the recent listing of The Highland iBoxx Senior Loan ETF (Nasdaq:SNLN), managed by the firm’s retail arm,…
Nasdaq News | ETF Strategies for a Rising Rate Environment
The dual prospects of a Fed rate hike this year and the European Central Bank’s (ECB) tapering talks ahead ofits planned finish in Marchlately hinted at an imminent end to…
FinAlternatives | Highland Names Eden As Global Marketing and IR Head
Global alternative credit manager Highland Capital Management has hired Brad Eden as the firm’s global head of marketing and investor relations. Eden will be focused on expanding the firm’s institutional…
ETF Trends | Revisiting Bank Loan ETFs for Income
Yield-hungry investors should look beyond the usual asset classes in their quest for income and that includes considering bank loans or senior loans, an asset class available several exchange traded…
Reuters | LPC: US leveraged loans set to float again as Libor rises
After eight years of fixed interest rates, leveraged loans are poised to once again be allowed to float freely, pegged to Libor, with the rate borrowers pay lenders increasing as…
Reuters | LPC: US leveraged loans set to float again as Libor rises
After eight years of fixed interest rates, leveraged loans are poised to once again be allowed to float freely, pegged to Libor, with the rate borrowers pay lenders increasing as…
Reuters | Surge in passive strategies will be boon – Hedge fund executive Okada
Money moving from hedge funds and other active investment managers to low-cost passive strategies will ultimately be a boon for professional money managers, according to Mark Okada, co-founder of Highland…
Alt Credit Intelligence | Energy and beyond
As distressed strategies experience an upswing in returns, Alt Credit Intelligence explores where the value lies and asks what the likelihood is of a distressed cycle hitting the US By…
ETF Trends | Senior Bank Loans: An Alternative Fixed-Income ETF Strategy
Yield-strapped investors seeking to augment their income should consider incorporating senior secured floating-rate bank loans and related exchange traded funds into their portfolios. A senior loan is a private loan…
Bloomberg | Highland Says Trump Would Boost Defense, Clinton Health Care
Republican seen boosting oil while Democrat would favor solar Materials sector may benefit either way, hedge fund firm says If you think Donald Trump is headed for victory, consider betting…
The Wall Street Journal | Coal Glut, Environmental Pushback Derail West Coast Port Plans
Once promising, exports to Asia have been undermined by oversupply, demise of port projects Western coal producers once saw exports to Asia as their future. For many, that dream is…
Investment & Pensions Europe | US Equities: Healthcare – A healthy prognosis
Recent developments in market structures and biotechnology augur well for the recovery of ailing US healthcare stocks At a glance • US healthcare stocks have performed badly recently but there…
Investment & Pensions Europe | US Equities: Implications of the US election
Joseph Mariathasan looks at what investors might expect from the two presidential hopefuls At a glance • The populist nature of the presidential election campaign is worrying many asset managers….
Bloomberg | S&P 500 Closes at Record Amid Deal Activity, Corporate Earnings
Softbank’s $32 billion ARM Holdings deal boosts chipmakers Dow average closes with fifth consecutive all-time high The S&P 500 Index closed at a record for the fifth time in six…
Bloomberg Markets | Navigating Post-Brexit Credit Markets
Trey Parker, head of credit at Highland Capital Management, examines credit markets in the post-Brexit environment. He speaks on “Bloomberg Markets.” (Source: Bloomberg)
Bloomberg | U.S. Stocks Retreat Amid Tepid Growth Outlook, Brexit Concerns
Fed meeting offered only brief reprieve from overseas anxiety Banks, industrials fail to maintain momentum after Yellen U.S. stocks erased gains in a late-day collapse after the Federal Reserve held…
Institutional Investor | 10 Top Money Managers Weigh In on U.S. Election
From George Soros to Jeffrey Gundiach, ten investor share their views on presidential front-runners Hillary Clinton and Donald Trump. Full Story – Here
Financial Times | Prepare for President Trump, investors told
German magazine Der Spiegel sparked international controversy in February when it published an editorial under the headline “Donald Trump is the world’s most dangerous man”. Within three months of the…
Business Insider | A ‘hedge fund apocalypse’ is coming
It’s the end of the hedge fund world as we know it, or so it appears. K.C. Nelson, the lead portfolio manager at Driehaus Capital Management, has lain out a…
Institutional Investor | Pouring SALT on Hedge Funds’ Wounds in Vegas
The almost somber mood among investors and managers at this week’s annual SALT conference reflected hedge funds’ recent struggles. Hedge fund managers claim to love a good contrarian bet. And…
CNBC, Closing Bell | Okada: Watch this dollar
Mark Okada, Highland Capital Management CEO, discusses how the dollar is holding not just markets but the Fed in a tough spot. Full Story – Here
FundFire | Highland, Brevan Howard Build Out Retail Alts Funds
A handful of hedge fund firms are building out their retail product lines, tapping into new sources of capital at a time when investors are clamoring for lower fees. Each…
CNBC, Street Signs Asia | This is the one thing every one should be focused on
Highland Capital Management’s Mark Okada explains why the stock market, firms and the Fed are closely watching the direction of the dollar. Full Story – Here
Business Insider | Hedge fund disrupted like Uber
Hedge funds are getting hit by a double whammy of declining performance and fed-up investors pulling their money. While the first problem may be a function of short-term market troubles,…
Mutual Fund Wire | How Disruptive Are Liquid Alts? Think Uber
Hedge-fund-like strategies may could be s disruptive in the investing world as a certain famous ridesharing company has been taxis. Mark Okada, co-foumder and chief investment officer of Highland Capital…
CNBC.com | Dow closes up triple digits despite Apple’s first 8-day losing streak since 1998
U.S. stocks closed higher Monday, the first trading day of the month, helped by a decline in the dollar index. Apple extended recent declines for its first eight-day losing streak…
Bloomberg | U.S. Stocks Rally as Health-Care, Energy Shares Lead a Rebound
Drug companies jump amid deal speculation, oil boosts energy S&P 500 bounces after its biggest decline since March 8 U.S. stocks advanced, with the Standard & Poor’s 500 Index posting…
Fund Action | Highland Hires In Independent Broker-Dealer Push
Highland Capital Management is plotting a stronger push into the independent broker-dealer space. The firm hired 14 external wholesalers including a new head of independent B-Ds. Six additional external wholesalers will…
Mutual Fund Wire | Ross Revamps and Refocuses Highland’s Distro
Brad Ross is revamping and refocusing Highland Capital Management’s distribution efforts, building out a new channel while trimming another. Ross, president of Highland Funds, confirms that in October, PJ McDaniel…
Bloomberg | Crude Oil Rally Pushes S&P 500 Index to Fourth Weekly Advance
Oil up 47 percent with stocks gaining 11 percent since Feb. 11 Central bank commentary to continue next week with Fed, BOE For all the obsessing over central banks, in…
Barron’s | Argentina’s Huge Upcoming Debt Issuance Attracts Plenty Of Interest
Argentina finally looks like it will reenter global capital markets after brokering a deal with bondholders that had kept the country from issuing debt on the world stage, a major departure…
Bloomberg | Leveraged Capital – Trey Parker, Highland Capital Q&A
Tech may prove to be a busy sector for loan issuance this year, says Trey Parker, partner, portfolio manager and head of credit at Highland Capital Management, which has $13…
Alt Credit Intelligence | Seeking distressed situations
Highland’s Trey Parker discusses opportunities in stressed and distressed credit with Alt Credit Intelligence. Read the full story here.
Alt Credit Intelligence | CLOs: Recognising the right kind of risk
Collateralized Loan Obligations: Recognizing the Right Kind of Risk Highland Capital Management’s Mark Okada explains the risks associated with CLOs, and why those who understand them may have an opportunity…
Reuters | US leveraged loans hit turbulence, but will avert a crisis repeat
Dec 17 The leveraged finance market is not set to repeat the credit crisis of 2007-2008 despite severe dislocation in the credit markets at year end after a slump in…
Hedge Week | Hedge fund manager Highland Capital Management appoints new president of institutional products
Dallas-based alternative investment manager Highland Capital Management has appointed Terry Jones as President of Institutional Products. Jones will report to James Dondero (pictured), Co-Founder and President for Highland Capital Management,…
FIN alternatives | Highland Capital Management Hires Seaver For Institutional Sales Slot
Highland Capital Management has hired former Loomis Sayles executive Jeff Seaver as managing director responsible for further developing institutional investor relationships, particularly with U.S. pensions and insurance companies. Seaver will…
CNBC | Case for Fed to rip rate Band-Aid: Bond investor
The Federal Reserve should increase rates for the first time in nine years at next month’s meeting because it won’t hurt the economy and the financial markets are ready, said…
Liquid Alternative Investing: Views From The Experts
Finding Low Correlation To Diversify A Portfolio Michael Gregory, Global Head and CIO, Highland Alternative Investors, Highland Capital Management To build the appropriate portfolio for a client, it is important to…
CNBC | Fed policy is ‘trickle down’ on steroids: Economist
The Federal Reserve’s near-zero interest rate policy amounts to trickle-down economics and will not fix the U.S. economy, Mark Vitner, senior economist at Wells Fargo Securities said on Tuesday. “It’s…
Investment News | Highland Capital ramps up liquid alternative strategy push
Catching the wave of the fast-growing category, asset manager plans to launch new platform for alts Highland Capital Management is ramping up its focus on liquid alternative investments by…
Institutional Investor | How GOP Policies May Affect Health Care Stocks in 2015
By Jan Alexander | Investment managers come in many political stripes. But regardless of where an investor falls on the political spectrum, those who specialize in health care have at…
Institutional Investor | The Federal Reserve’s Dual-Mandate Dilemma
By James Dondero and Mark Okada The shadow of the Great Depression was fresh in the minds of the U.S. public when World War II drew to a close in…
Pensions & Investments | Best Places to Work in Money Management
At Highland Capital Management, L.P., healthcare is free of premiums and deductibles. Breakfast foods are available for staff to prepare, lunches are free up to an allowance of $15 daily…
Pensions & Investments | Ingredients for a great place to work
BY NANCY K. WEBMAN | DECEMBER 8, 2014 Twenty-nine firms are ranked as this year’s Best Places to Work in Money Management. That includes eight companies that have made the list each year…
CNBC | Japan machinery orders rise 4.7% in August
Japan’s core machinery orders, a leading indicator of capital spending, rose for the third straight month in August. Core machinery orders rose 4.7 percent on month in August, above expectations…
ETF Trends | Senior Loan ETFs Still Have Rising Rates Appeal
By Tom Lydon | With the Federal Reserve expected to tighten its monetary policy soon, investors can utilize floating-rate, high-yield, senior loan exchange traded funds to hedge against a rising…
Success Magazine | How One Boy’s Good Deed Snowballed
What would you do if you found a $20 bill? Eight-year-old Myles Eckert excitedly picked up a twenty from a snow-covered parking lot at a Cracker Barrel restaurant off I-475 in suburban…
Dallas Morning News | SMU’s Tower Scholars Program Receives Over $4 Million in Gifts
Gifts totaling more than $4 million will endow and provide operational support for the new Tower Scholars Program at Southern Methodist University. The program provides an immersion experience for undergraduates…
Daily Alts | Highland Capital Moves into Non-Traded Product Space
Highland Capital Management is a Dallas-based investment management firm with $19 billion in assets under management and a significant presence in the liquid alts space…[I]n late July, the firm demonstrated…
CNBC | New Market Mantra! Sell in May, ‘Trade Away’: CIO
Investors can’t sit on stock or bond index funds this year and expect to make money, Highland Capital co-founder Mark Okada said Friday in a CNBC interview. “You got to work…
LSTA | Loan ETFs Have Seen Dramatic Growth Among Investors
Investor interest in the senior secured floating rate loan asset class has grown dramatically in recent year, fueled by concerns over rising interest rates and the desire for risk-adjusted returns….
Barron’s | Q&A with Jim Dondero: Scouring the Globe for Cheap Stocks and Bonds
Jim Dondero is a hunter who knows that you can’t hit your target every time. But Dondero and Mark Okada, who co-founded Highland Capital Management, a Dallas asset manager known for…
Investment News | Seeking Income In A Low-Rate World
Sixty is the new 40. At least that’s how some investors at or near retirement would like to think of their portfolio’s asset allocation model and its potential returns. Mark…
Highland Capital Management Rings the NYSE Closing Bell
On Tuesday, February 26, executives and guests of Highland Capital Management visited the New York Stock Exchange (NYSE) to celebrate the recent launch of the Highland iBoxx Senior Loan ETF…
Dallas Business Journal | Brad Ross, CEO of Pyxis Capital, Hires Those With Strong Work Ethic, Drive to Win
Brad Ross knows investing. Before joining Dallas-based Pyxis Capital in June, the 52-year-old Denver native was head of sales and distribution for Kansas City’s Ivy Funds, which grew to $55 billion in…
Bloomberg | Loan Funds Lure Investors Adding Risk in Search for Yield
Individual investors are putting more money into bank-loan funds, taking added risk in a search for higher yields and a hedge against inflation as the Federal Reserve vows to keep interest rates at near-record…
Barron’s | Finally, A Rally Begins! But its Stamina is the Big Question
Stocks soared 6% last week on relatively low trading volumes, as continued short-covering helped the market put together two consecutive up weeks for the first time since early July. Though…
The Wall Street Journal | Easing the Sting of Falling Stock Prices
In this year’s tumultuous stock market, mutual funds that follow alternative investing strategies have given investors some respite. During the July-August stock slide, alternative-investing categories such as currency funds, market-neutral…
Morningstar | Winners and Losers Emerging After Health-Care Reform
The biggest structural change in 45 years to the health-care sector is creating opportunities in pharmaceutical stocks while pressuring health-care providers, says Highland’s Michael Gregory. Mallory Horejs: My name is…
Barron’s | Not Quite Up, Up and Away
Not even a spectacular 11th-hour rally could get stock-market funds back up into the air in the second quarter. U.S. diversified equity funds dropped 0.35% in the three months, topping…
The Street | Two Newly Rated Stock Funds to Buy
TheStreet.com Ratings initiated coverage of 27 stock mutual funds that accrued a sufficient track record of risk and performance data by the end of May 2011. Only two of these newly rated…
Mutual Fund Industry Awards | Michael Gregory Named Among 2011 Rising Stars of Mutual Funds
The Rising Stars of Mutual Funds are chosen annually by the publishers of Institutional Investor News and represent up-and-comers whose accomplishments in and contributions to the industry make them standout among their…
Reuters | Health insurer stock run may just be starting
The fast start for U.S. health insurer shares this year may turn into a long climb. Shunned like pariahs during the economic crisis and healthcare reform debate, the stocks have caught fire,…
Morningstar | Why Long/Short Funds Hit a Rough Patch
Nadia Papagiannis: Hello. My name is Nadia Papagiannis, Alternative Investment Strategist here at Morningstar. Today, I have with me Jonathan Lamensdorf, Portfolio Manager of the Highland Long/Short Equity Fund, ticker…
Barron’s | Investors Give Stocks a Second Look
This love affair had to cool down, even if it’s just a momentary lull. Assets in U.S. diversified stock funds rebounded to $3.4 trillion from $2.99 trillion during 2010, and…